Reby Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Reby Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$48K	Buy	+375	New	+$45.4K	0.01%	233

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reby Advisors's IVE Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2020: 375 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings.

892 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

Reby Advisors held 375 shares of iShares S&P 500 Value ETF worth $48K as of Q4 2020.
iShares S&P 500 Value ETF was a new Reby Advisors position in Q4 2020.
iShares S&P 500 Value ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #233 holding.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.